Next Meeting:
Thursday, October 16, 2025
At the Intersection of College Planning and Estate Planning
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October 16, 2025
Brad Baldridge (Baldridge College Solutions)
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November 20, 2025
Estate and Long-Term Planning for Incapacity and Special Needs
Mark Johnson (Johnson Teigen Attorneys at Law)
January 15, 2026
Tax Planning as a Result of the One Big Beautiful Bill Act
Timothy Steffen, CPA-PFS, CFP®, CPWA®, Director of Advanced Planning (Robert W. Baird & Co.)
February 19, 2026
Heckerling Institute on Estate Planning - 2026 Update
Catherine M. Priebe (Certus Legal Group, Ltd.)
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